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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $29.3B AUM 1,718 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 198 New 99 Added 1139 Reduced 29 Exited
Page 51 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 SON SONOCO PRODS CO Consumer Cyclical 37,797.0 $2.1M 0.01% -2K -5.8% $56.35 +5.6%
1002 TCBI TEXAS CAP BANCSHARES INC Financial Services 20,604.0 $2.1M 0.01% -888.0 -4.1% $103.26 -4.8%
1003 CBSH COMMERCE BANCSHARES INC Financial Services 36,805.0 $2.1M 0.01% -7K -15.3% $57.75 +1.1%
1004 ACMR ACM RESH INC Technology 16,684.0 $2.1M 0.01% -18K -51.5% $126.89 -37.4%
1005 OSCR OSCAR HEALTH INC Healthcare 74,091.0 $2.1M 0.01% NEW $28.52 +12.3%
1006 INDB INDEPENDENT BK CORP MASS Financial Services 25,229.0 $2.1M 0.01% -3K -12.1% $83.72 +0.0%
1007 NOVT NOVANTA INC Technology 13,010.0 $2.1M 0.01% -3K -16.2% $162.24 -10.5%
1008 CROX CROCS INC Consumer Cyclical 17,462.0 $2.1M 0.01% -6K -25.1% $120.64 +1.2%
1009 HSAI HESAI GROUP Consumer Cyclical 115,500.0 $2.1M 0.01% $18.22 +4.8%
1010 GXO GXO LOGISTICS INCORPORATED Industrials 41,496.0 $2.1M 0.01% -2K -3.7% $50.70 -9.8%
1011 TEM TEMPUS AI INC Healthcare 36,309.0 $2.1M 0.01% -1K -3.2% $57.93 +25.5%
1012 ESNT ESSENT GROUP LTD Financial Services 32,692.0 $2.1M 0.01% -5K -12.5% $64.28 +5.9%
1013 CFFN CAPITOL FED FINL INC Financial Services 246,800.0 $2.1M 0.01% -50K -16.9% $8.51 +0.2%
1014 SM SM ENERGY COMPANY Energy 80,314.0 $2.1M 0.01% -15K -16.1% $26.10 +42.5%
1015 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 85,661.0 $2.1M 0.01% -35K -28.8% $24.44 -5.4%
1016 ERIE ERIE INDTY CO Financial Services 8,724.0 $2.1M 0.01% $239.75 +10.5%
1017 ENVA ENOVA INTL INC Financial Services 8,659.0 $2.1M 0.01% -7K -44.2% $240.73 +0.9%
1018 SLGN SILGAN HLDGS INC Consumer Cyclical 44,916.0 $2.1M 0.01% -2K -4.2% $46.39 -8.6%
1019 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 69,801.0 $2.1M 0.01% $29.85 +3.3%
1020 LLYVA LIBERTY LIVE HOLDINGS INC 20,571.0 $2.1M 0.01% -3K -14.0% $101.26
Page 51 of 86  ·  1,718 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.1%
Financial Services 11.4%
Consumer Cyclical 9.7%
Healthcare 9.4%
Industrials 9.2%
Communication Services 6.9%
Real Estate 5.0%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.6%